Guide

The Sumbios O user guide.

Everything you need to get the most out of O, one section at a time. Watch the walkthroughs, or jump straight to the part you need.

Jump to a section

Welcome

Demo

Meet O

People and companies

Your network

Network intelligence

Memory

Activate

Move data

FAQs

A word of welcome

From Paolo Nardi, founder and CEO.

A word of welcome

From Paolo Nardi, founder and CEO.

Try the demo

See how O unlocks value for you.

Open the demo

Meet O

Understand how every part of O connects.

1

Onboarding

Activate the browser extension and onboard into O.

Meet O

Understand how every part of O connects.

1

Onboarding

Activate the browser extension and onboard into O.

People and companies

Every contact and company as a fully enriched profile.

1

People

Fully enriched people profiles and types of information.

People and companies

Every contact and company as a fully enriched profile.

1

People

Fully enriched people profiles and types of information.

Your network

Your professional world as a map and analytics.

1

Network Views

Network views and insights from professional connections.

Your network

Your professional world as a map and analytics.

1

Network Views

Network views and insights from professional connections.

Network intelligence

Monitor and surface signals and opportunities.

1

Dashboard

Identify people to re-connect with and get relevant news.

Memory

Answer questions across your relationship history.

1

Notes & Documents

Build relational memory that O can search and connect.

Memory

Answer questions across your relationship history.

1

Notes & Documents

Build relational memory that O can search and connect.

Activate your network

Relationship intelligence as a repeatable workflow.

1

Circles

Group people and monitor their news and signals.

Activate your network

Relationship intelligence as a repeatable workflow.

1

Circles

Group people and monitor their news and signals.

Move data

O intelligence inside every tool and workflow.

1

Export

Export lists or agent conversation to CSV, Markdown, or PDF.

Move data

O intelligence inside every tool and workflow.

1

Export

Export lists or agent conversations to CSV, Markdown, or PDF.

FAQs

Straight answers on how O handles your data and how it works day to day.

Where does O get the data to enrich profiles?

What do I need to connect to get started?

What happens to the notes I create in O — can the agent read them?

What is the difference between a Circle and a Mission?

How does O know when someone in my network changes jobs?

Can I take my data out of O?